2023 Form 5500 filing — Andrea Shapiro Esq Pllc 401(K) Profit Sharing Plan & Trust

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240806154154NAL0006010610001) for Andrea Shapiro Esq Pllc 401(K) Profit Sharing Plan & Trust, reported by Andrea Shapiro Esq Pllc under EIN 59-3827001 and plan number 001. It reports 6 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240806154154NAL0006010610001
Filing year
2023
Form type
2
Plan sponsor
Andrea Shapiro Esq Pllc
EIN
59-3827001
Plan number
001
Location
Long Beach, NY
Participants
6
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$2,205,631
Total liabilities (EOY)
$0
Net assets (EOY)
$2,205,631
Employer contributions
$27,100
Participant contributions
$26,000
Total income / additions
$392,031
Benefits paid
$3,380
Administrative expenses
$120
Total expenses
$3,500
Net increase / (decrease)
$388,531
Schedule source
Schedule I

Related Form 5500 pages